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  • Creating Custom Calculation Rules in EPM Cloud Profitability and Cost Management

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Creating Custom Calculation Rules in EPM Cloud Profitability and Cost Management

Learn how to create custom calculation rules in Profitability and Cost Management. Review each of the videos and other resources in this learning path. When you are enrolled in this Learning Path, your progress will be tracked as you view each resource.

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beginner Beginner
duration Min
modules 3 Modules

Learning Path Contents

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  • Get Started
      duration 0 Min

    In Oracle Profitability and Cost Management, rules control how costs and revenues are distributed throughout the application to specified accounts or elements. In this learning path, you will create a custom calculation rule to increase corporate utility expense by 15%.

    The procedures in this learning path use the sample application BksML30. You can use your own application to create a similar allocation rule.

     
    Show
    About Rules

    • Review this topic to learn more about rules, rule sets, and default definitions for dimensions, called contexts.

    • readAbout Rules
    Watch Before Doing
    Access the Sample Application
    • Review this topic to learn more about the sample application and how to load it into your Profitability and Cost Management environment.
    • readAccessing Sample Applications
    Assessment
  • Create the Custom Calculation Rule
      duration 0 Min
    Custom calculation rules contain formulas in MDX format and are primarily used for adjusting data or creating driver basis values used in subsequent allocation rules.
     
    Show
    Watch Before Doing
    Access the Rules Screen
    • You define allocation logic for applications in the Rules screen. Review this topic to learn more about the Rules Screen.
    • readAbout the Rules Screen
    Define the Rule
    Define a Target for the Rule
    Define a Formula for the Rule
    Define Contexts for the Rule
    Assessment
  • Run the Custom Calculation Rule
      duration 0 Min
    Rules run and perform calculations according to how the rules are defined. When each rule runs, you can trace all the inputs and outputs and see how they balance.
     
    Show
    Watch Before Doing
    Perform the Rule Calculation
    Review Calculation Results
    • Rule balancing enables you to review calculation results for the rule and verify that the calculations are affecting the database slice as expected. Review this topic to learn more about rule balancing.
    • readAbout Rule Balancing
    Assessment